EnOne month on from Hanjin Shipping’s move to financial administration, company reports and Panjiva data for U.S. deliveries suggest that delivery conditions have mostly normalized. Attention now turns to the future of the shipper, with the South Korean courts looking at asset disposals. Many names have been linked, with Hyundai Merchant Marine a seeming front-runner and Maersk potentially ruling itself out. Share prices suggest Hyundai MM is a winner from Hanjin Shipping’s demise, with the industry more broadly seen as being better off.
Supply Chain Research
Related Research
Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave
• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key da... Read more →
Supply Chain Edge: Rates rise, corporate concerns, tariffs trigger tariffs
• Manufacturing conditions across G4 nations improved in May, according to S&P Global’s Flash Purchasing Managers’ Index (PMI), m... Read more →
Supply Chain Edge: Apple branches out, early peak evidence
• In new research this week, we look at how Apple Inc.’s supply chain has changed in the past year through its supplier and criti... Read more →
Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns
• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland Chi... Read more →
Copyright © 2024 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
